Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,281 | $73,546-14.0% | $63,018+0.4% | $147,586-57.1% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.8%-48.5pp | 82.8%-56.5pp |
| Annual return | 18.91% | 175.56%-156.7pp | 87.62%-68.7pp | 578.59%-559.7pp |
| Employer contribution / active EE | $2,906 | $3,324-12.6% | $2,761+5.3% | $4,876-40.4% |
| Participant deferral / active EE | $5,148 | $4,185+23.0% | $3,330+54.6% | $5,439-5.4% |
| Admin fee / account holder | $160 | $5,956-97.3% | $3,601-95.6% | $10,886-98.5% |